Tax Planning Manager

Prosperl CPA; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

3-day company retreat

Training with industry leaders

Active participation in client meetings

Job summary

Prosperl CPA in Atlanta is seeking a Tax Geek to evolve into an elite strategic advisor. This role focuses on advanced tax planning and client engagement.

Ideal candidates are certified (CPA/EA) with at least 5 years of tax experience, aiming to provide significant tax savings for clients. You’ll lead strategy discussions and implement actionable solutions.

This is an opportunity to impact financial freedom for entrepreneurs while working in a dynamic and competitive environment.

Qualifications

• At least CPA or EA certification required.
• Minimum of 5 years' experience in tax advisory.
• Experience in collaborative tax planning and client communication.

Responsibilities

• Coach clients on tax deduction strategies.
• Advise clients on advanced tax reduction strategies.
• Project tax implications of strategies and events.
• Collaborate with tax compliance team.
• Maintain proactive communication with clients.

Skills

Advanced Tax Advisory

Client Coaching

Tax Deduction Strategies

Communication

Education

CPA or EA certification

Job description

WANTED - Tax Geeks to Become Elite Advisors

Join a mission-driven firm dedicated to creating financial freedom for entrepreneurs. You won't just be filing returns; you'll be a pivotal advisor whose work directly impacts clients' ability to grow their businesses and achieve their goals by architecting significant, life-changing tax savings.

This role is for a high-performing tax professional ready to evolve from a traditional compliance role into an elite strategic advisor. At Prosperl CPA, you will be pivotal in our mission to create financial freedom for entrepreneurs by designing and implementing advanced tax reduction strategies. You will work directly with clients to understand their financial landscape, project the impact of key decisions, and guide them through the implementation of strategies that save them millions.

You'll learn how to save our clients millions in taxes with case studies, tax projections, and direct feedback from the firm owner. Within 2 months, you’ll join client meetings and actively assist with tax reduction strategies. Twice a month, you’ll train with industry leaders and gain insights you’ll never find in a classroom or textbook, and take part in a 3-day company retreat.

Who We Are

Prosperl CPA exists to create freedom for entrepreneurs through advanced tax planning. Our team is built of high performers: former college athletes, musicians, moms, and Big 4 alumni. We are disciplined, competitive, and unapologetically focused on results.

Key Performance Objectives

Learn Advanced Tax Advisory

Within the first 90 days, successfully transition from a compliance-focused role to a strategic advisor by mastering the firm's advanced tax planning methodologies. You will take ownership of a portfolio of 5-7 high-value clients, actively participate in strategy meetings, and independently develop tax projection models that identify a minimum of $250,000 in potential annual savings for your assigned clients, receiving a client satisfaction score of 90% or higher based on proactive communication and actionable advice.

Drive Measurable Client Tax Savings

By the end of month six, lead the implementation of foundational and advanced tax reduction strategies for your client portfolio, resulting in a documented average client tax savings of 15-20% compared to their prior tax position. This includes collaborating with the tax compliance team to ensure all strategies are executed flawlessly, elections are filed correctly, and clients remain fully compliant while maximizing their financial benefits.

Over the first year, contribute to the firm's growth by dedicating approximately 10% of your time to coaching and mentoring junior staff on client engagements and technical tax strategies. You will lead at least two internal training sessions on a specialized tax topic, improving the overall skill level of the team and helping to standardize best practices for client advisory and communication.

Responsibilities

• Coach clients on tax deduction strategies
• Assist clients through implementing and maintaining foundational tax reduction strategies while maintaining compliant practices
• Advise clients on advanced tax reduction strategies, investments & decisions
• Project tax implications of strategies, events and key decisions
• Collaborate with tax compliance team to ensure effective reporting & tax elections align with clients' tax position
• Coach staff on client engagements
• Maintain proactive & regular communication with clientsOccasional assistance with tax return review when needed

Who We're Looking For

You’re not average. You’re not here for “just experience.” You’re hungry, gritty, disciplined, growth-minded, and LOVE learning about taxes.

You follow instructions, take feedback, and meet deadlines without excuses.

Requirements

• Within reach of Atlanta
• At least CPA or EA
• Minimum of 5 years' experience in tax